Rockbridge Investment Management, LCC - INVESCO EXCH TRD SLF IDX FD ownership

INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 190 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q4 2021$251,000
+3.7%
11,477
+5.0%
0.04%
-7.5%
Q3 2021$242,000
-0.4%
10,9330.0%0.04%
-2.4%
Q2 2021$243,000
+63.1%
10,933
+62.6%
0.04%
+46.4%
Q1 2021$149,000
-1.3%
6,7230.0%0.03%
-9.7%
Q4 2020$151,000
+1.3%
6,7230.0%0.03%
-11.4%
Q3 2020$149,000
+0.7%
6,7230.0%0.04%
-7.9%
Q2 2020$148,0006,7230.04%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q3 2020
NameSharesValueWeighting ↓
GPM Growth Investors, Inc. 505,736$11,146,0008.30%
Fusion Family Wealth LLC 1,574,171$34,695,0008.18%
Private Vista, LLC 688,085$15,170,0007.34%
DWM Financial Group, Inc. 150,887$3,326,0004.96%
S.E.E.D. Planning Group LLC 287,016$6,326,0004.94%
Denver PWM, LLC 356,234$7,852,0004.80%
Barnett & Company, Inc. 206,089$4,542,0003.69%
Red Spruce Capital, LLC 167,965$3,702,0003.14%
Marietta Wealth Management, LLC 395,969$8,727,0002.98%
1834 INVESTMENT ADVISORS CO 840,128$18,516,0002.93%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders